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Redtail Technology > News >
20 Jan 2022
Manage Your CRM – General Options
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.
04 Jan 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s January 2022 newsletter
Category: Monthly Newsletter
Read our January newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in December, and more.
20 Dec 2021
Manage Your CRM – General Options
Manage your CRM: Understanding the “Switch Database” option
Category: Resources
Redtail offers many opportunities to customize your CRM; it also allows admin users to grant CRM access to switch-in users when needed.
07 Dec 2021
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s December 2021 newsletter
Category: Monthly Newsletter
Read our December newsletter for our Holiday Resources guide, CRM tips during the Great Resignation, info on Managing your CRM, new integration information, and more . . .
17 Nov 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Report and Miscellaneous preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including the Report and Miscellaneous preferences you can suit to your needs.
02 Nov 2021
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s November 2021 newsletter
Category: Monthly Newsletter
Read our November newsletter for our Holiday Resources guide, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and more . . .
21 Oct 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Email preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including Email preferences to establish your signature, photo, etc., for internal and Broadcast emails.
05 Oct 2021
Redtail newsletter
Read Redtail’s October 2021 newsletter
Category: Monthly Newsletter
Read our October newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and...
17 Sep 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
07 Sep 2021
Redtail newsletter
Read Redtail’s September 2021 newsletter
Category: Monthly Newsletter
Read our September newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .